Institutional Ownership Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV). We have compiled data on the 163 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $630 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
18,502
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
18,235
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
18,124
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
18,023
shares
|
$1.03 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
17,855
shares
|
$1.02 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,782
shares
|
$1.02 Million
0.02% of portfolio
|
N/A
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,786
shares
|
$962,677
0.06% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
16,212
shares
|
$929,758
0.0% of portfolio
|
Q3 2024
Added 23.1%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
15,465
shares
|
$886,917
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
14,657
shares
|
$840,578
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
14,623
shares
|
$838,629
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
14,265
shares
|
$818,097
0.42% of portfolio
|
Q2 2024
Reduced 56.76%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 04, 2024 Q3 2024 |
13,492
shares
|
$773,766
0.39% of portfolio
|
Q3 2024
Reduced 18.44%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
13,485
shares
|
$773,364
0.46% of portfolio
|
Q4 2020
Reduced 8.48%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
13,358
shares
|
$766,081
0.0% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
13,293
shares
|
$762,353
0.01% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
12,598
shares
|
$722,495
0.08% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
10,755
shares
|
$616,799
0.05% of portfolio
|
Q1 2024
Reduced 5.14%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
10,117
shares
|
$580,209
0.12% of portfolio
|
Q2 2023
Reduced 5.33%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
10,029
shares
|
$575,163
0.01% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
9,808
shares
|
$562,488
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,808
shares
|
$562,488
0.01% of portfolio
|
Q1 2024
Added 0.05%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
9,700
shares
|
$556,295
0.09% of portfolio
|
Q3 2021
Reduced 27.61%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
9,403
shares
|
$539,262
0.06% of portfolio
|
Q3 2023
Added 0.55%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
9,139
shares
|
$524,121
0.0% of portfolio
|
Q3 2024
Reduced 11.93%
|